AMD · News · 20261105N
Revenue Performance and Mix
ADVANCED MICRO DEVICES INC · 2026-11-05 · Importance 64 · Surprise 56 · No source text
AMD reported third-quarter sales of $13.38 billion, up 45% year over year and $279 million above average projections. Data Center sales increased 97% year over year and 27% sequentially, driven by demand for server CPUs and GPUs. HSBC noted weakening demand for client CPUs.
Key facts
- The article reported AMD data-center sales rose 97% year over year and 27% from the prior quarter, fueled by demand for server CPUs and GPUs. source
- The article reported AMD third-quarter sales of $13.38 billion, up 45% year over year and $279 million above average projections. source
- AMD shares were down 14.77% at $416.58 as of November 5, 10:25 a.m. EST. source
- HSBC analyst Frank Lee raised his AMD price target to $540 from $500 after the company's third-quarter results, while maintaining a Hold rating. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +36.0% | The article reported AMD third-quarter sales of $13.38 billion, up 45% year over year and $279 million above average projections. |
| revenue | positive | realized | — | The article reported AMD data-center sales rose 97% year over year and 27% from the prior quarter, fueled by demand for server CPUs and… |